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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,108 | $108,695+59.3% | $74,722+131.7% | $152,897+13.2% |
| Participation rate | 82.4% | 65.4%+17.0pp | 54.5%+27.9pp | 82.5%-0.1pp |
| Annual return | 19.76% | 114.11%-94.3pp | 753.11%-733.4pp | 345.43%-325.7pp |
| Employer contribution / active EE | $2,066 | $1,504+37.3% | $1,084+90.5% | $4,764-56.6% |
| Participant deferral / active EE | $11,026 | $2,712+306.6% | $1,963+461.6% | $5,851+88.4% |
| Admin fee / account holder | $22,723 | $4,906+363.2% | $3,335+581.4% | $11,599+95.9% |